WealthyPlanet News

WealthyPlanet Partners with Smart Money Invest to Offer Low-Cost ETFs

Burlington, Ontario, June 3rd, 2020 – WealthyPlanet, a FinTech company that will offer next-generation online personal financial planning, today announced a strategic partnership with Smart Money Capital Management Inc. (Smart Money Invest) to provide low-cost ETFs and online investment advice to WealthyPlanet clients.

WealthyPlanet Partners with National New Parents Organization

Burlington, Ontario, May 20th, 2020 – WealthyPlanet, a FinTech company that will offer next-generation online personal financial planning, today announced a partnership with Movies for Mommies (MFM), a national organization of 30,000 new parents. The partnership will enable the company to engage MFM members as users in a Beta Program to fine-tune and validate its planning software prior to the commercial launch later this year. The Beta Program will offer a unique and comprehensive personal financial picture and education for the Ontario MFM members that participate.  

WealthyPlanet Announces Seed Funding

BURLINGTON, Ontario, March 17th, 2020 – WealthyPlanet, a FinTech company that will offer free and holistic, online financial planning to millions of Canadians, today announced it has closed a seed funding round with Mercanti Management Inc.

WealthyPlanet helps everyday Canadians worry less about their money through the first free, easy-to-use online financial planning tool, plus access to low-fee products and live non-commissioned advisors.